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74.16
USD
+0.94
1.28%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
74.16
0.00
0%
1 day
1.28%
5 days
-3.71%
1 month
-7.17%
3 months
-17.99%
6 months
-18.87%
Year to date
-14.81%
1 year
-12.38%
5 years
4.23%
10 years
90.84%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 501 |
KJWM
501
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$20K | -357 | Closed |
|
| 502 |
GT
502
Greenleaf Trust
Kalamazoo,
Michigan
| – | -$17K | -303 | Closed |
|
| 503 |
FGC
503
Financial Gravity Companies
Lakeway,
Texas
| – | -$17K | -289 | Closed |
|
| 504 |
TG
504
TLP Group
Evanston,
Illinois
| – | -$13K | -236 | Closed |
|
| 505 |
GBT
505
Grove Bank & Trust
Miami,
Florida
| – | -$12K | -210 | Closed |
|
| 506 |
506
AssetMark Inc
Concord,
California
| – | -$9K | -152 | Closed |
|
| 507 |
AIL
507
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$6K | -106 | Closed |
|
| 508 |
OSAM
508
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$3K | -54 | Closed |
|
| 509 |
RIA
509
RPG Investment Advisory
Pleasanton,
California
| – | -$1K | -10 | Closed |
|
| 510 |
NR
510
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$470 | -8 | -73% |
|